CIK 2039212
Code Waechter LLC
Institutional 13F holdings & portfolio
Holdings
108
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 108
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 550K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 296K | $1M+ | SH |
| SGOV | ISHARES TR | 110K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 74K | $1M+ | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 50K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 177K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 129K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 142K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 120K | $1M+ | SH |
| QDPL | PACER FDS TR | 74K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 80K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 9K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 22K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 22K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 50K | $1M+ | SH |
| MUB | ISHARES TR | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| DVY | ISHARES TR | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 16K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| ENB | ENBRIDGE INC | 20K | $500K+ | SH |
| NGG | NATIONAL GRID PLC | 12K | $500K+ | SH |
| TTE | TOTALENERGIES SE | 14K | $500K+ | SH |
| SPYD | SPDR SERIES TRUST | 21K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 18K | $500K+ | SH |
| USB | US BANCORP DEL | 16K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO | 785 | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| TRP | TC ENERGY CORP | 14K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 19K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |